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Showing 1 - 10 of 23 results for "Chatbot"

CALI pushes for advice reforms as Australians turn to AI

RIDDHIMA TALWANI | TUESDAY, 17 MAR 2026

... is real life. We can't leave Australians with no other option but to put their financial future in the hands of an AI chatbot," CALI chief executive Christine Cupitt said. "Without the right kind of advice from the right people, Australians are at greater ...

CFS cuts ties with Otivo, launches own super advice

KARREN VERGARA | WEDNESDAY, 25 FEB 2026

... personalised, regulated and compliant financial advice. Otivo chief information officer Nathan Isterling said Ask Otivo is not a chatbot offering generic advice but a trusted, compliant digital financial adviser that responds in real-time, addressing ...

Otivo launches AI-powered advice tool

ELIZA BAVIN | TUESDAY, 1 APR 2025

... an automated process, plus a human process which reviews any sort of flagged information." Isterling said this is not a chatbot offering generic advice but a trusted, compliant digital financial adviser that responds in real-time, addressing the exact ...

AI use limited but take up rises among advisers

KARREN VERGARA | TUESDAY, 5 NOV 2024

While adoption of artificial intelligence (AI) is limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client ...

Where does the world's largest active manager say to invest?

ANDREW MCKEAN | FRIDAY, 21 JUN 2024

Capital Group - which has US$2.7 trillion in equity assets under management - has identified three megatrends poised to upend industries and kick down the doors to fresh investment opportunities. The Californian headquartered investment manager, that's ...

The rising role and risks of generative AI

ANDREW MCKEAN | WEDNESDAY, 15 MAY 2024

Generative AI, a rapidly advancing form of deep learning that mimics human output, also raises concerns about the verifiability of its results, UTS industry professor - emerging technology Nicholas Davis says. Appearing at the Stockbroker and Investment ...

Investors trust ChatGPT for advice

KARREN VERGARA | MONDAY, 26 JUN 2023

... and research agency The Nursery Research and Planning, found that 42% of younger investors aged 18-34 have used the AI chatbot for advice. The survey also revealed that about half (54%) of UK investors aged 65 and over believe that ChatGPT could be the ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON | WEDNESDAY, 21 JUN 2023

... this included the BT Panorama Online Service Request Tracker, major upgrades to its app, and the introduction of the Blue chatbot. Rady says a major pillar of the plan to "aggressively compete" is further technological advancement, including exploring ...

BT upgrades platform functionality

KARREN VERGARA | WEDNESDAY, 31 MAY 2023

... now generate Centrelink schedules online, instead of calling a BT customer relations consultant," she said. "BT's chatbot Blue can virtually assist advisers and investors with a step-by-step guided journey on generating a new Centrelink schedule ...

BT Panorama introduces robotic admin feature

CHLOE WALKER | TUESDAY, 13 SEP 2022

... information online, to save time, and we're continuously looking at how we can support them," Mather said. Meanwhile, BT's chatbot Blue, which earlier this year was made available on the BT Panorama mobile app, is also helping advisers save tie in finding ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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